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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

667 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-12
Holders Change %
-1.77%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
48
Increased
245
Reduced
255
Closed
55
Calls
$2.71M
Puts
$2.13M
Net Calls
+$584K
Net Calls Change
+$768K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$40M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$28.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.9M
4
KM
Kabouter Management
Illinois
+$15.5M
5
CCM
Coldstream Capital Management
Washington
+$9.24M

Top Sellers

1
TF
TIAA FSB
Florida
-$212M
2
Jane Street
Jane Street
New York
-$42.2M
3
AIA
Angeles Investment Advisors
California
-$30.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$30.2M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
426
Thompson Siegel & Walmsley
Virginia
$406K +$51K +866 +14%
WP
427
WealthShield Partners
North Carolina
$403K -$28.4K -481 -7%
CMP
428
Courage Miller Partners
Virginia
$402K +$590 +10 +0.1%
SF
429
Synovus Financial
Georgia
$402K -$7.96K -135 -2%
FIB
430
First Interstate Bank
Montana
$400K +$4.78K +81 +1%
WPP
431
Whalerock Point Partners
Rhode Island
$395K – – –
VFA
432
Valeo Financial Advisors
Indiana
$393K +$66.8K +1,132 +20%
AAS
433
Annex Advisory Services
Wisconsin
$389K -$80.9K -1,372 -17%
LA
434
Latitude Advisors
Florida
$389K -$5.01K -85 -1%
FCM
435
Fortis Capital Management
Washington
$387K +$387K +6,566 New
TSS
436
Two Sigma Securities
New York
$384K -$68.7K -1,164 -15%
CW
437
Connectus Wealth
Ohio
$384K +$236 +4 +0.1%
SBH
438
Segall Bryant & Hamill
Illinois
$383K -$118K -2,005 -24%
SI
439
Stephens Inc
Arkansas
$373K -$3.24K -55 -0.9%
BAM
440
Belpointe Asset Management
Nevada
$371K -$243K -4,119 -40%
PWMG
441
Provence Wealth Management Group
California
$368K +$19.9K +338 +6%
BWM
442
Brickley Wealth Management
California
$357K – – –
AA
443
AlphaQ Advisors
Florida
$353K – – –
RJT
444
Raymond James Trust
Florida
$347K +$28.4K +481 +9%
JSW
445
Journey Strategic Wealth
New Jersey
$341K – – –
MSAM
446
Moloney Securities Asset Management
Missouri
$338K +$4.96K +84 +1%
NFG
447
Nations Financial Group
Iowa
$336K -$11.4K -194 -3%
KCPG
448
Kavar Capital Partners Group
Kansas
$333K +$1.53K +26 +0.5%
NB
449
Nicolet Bankshares
Wisconsin
$332K +$35.6K +604 +12%
AA
450
Ancora Advisors
Ohio
$327K -$8.08K -137 -2%
16 17
18
19 20